Microsoft Office Tutorials and References
In Depth Information
Creating a resource pool
A resource pool is especially beneficial when working with other Project users across a
network. In those cases, the resource pool is stored in a central location, such as a network
server, and the individual owners of the sharer plans (which might be stored locally or on a
network server) share the common resource pool.
The scenario: At Lucerne Publishing, you frequently assign work resources (people) to
different tasks in different plans. Although you manage those plans in Project, you have
occasionally inadvertently overallocated some resources when all their work across the plans
is accounted for. To help avoid this problem in the future, and to get the benefits of having
just one location at which you can update resource details like days off, you decide to
create a resource pool and connect it to some of your current plans.
In this exercise, you create a plan that will become a resource pool and link two sharer
plans to it.
SET UP You will open multiple practice files as you complete this exercise.
1 Open practice file Consolidating A_Start located in your Chapter21 practice file
folder and save it as Consolidating A .
2 Next, open practice file Consolidating B_Start and save it as Consolidating B .
These two plans were previously created, and both contain resource information.
When they were last saved, the Resource Sheet was the active view in both plans.
Next, you will create a new plan that will become a resource pool.
3
On the File tab, click New, and then click Blank project .
Project creates a new plan, with the Gantt with Timeline view displayed.
4
On the File tab, click Save As .
5
Navigate to the Chapter21 folder.
6
In the File name box, type Lucerne Resource Pool , and then click Save .
TIP You can give a resource pool any name you want, but it is a good idea to
indicate that it is a resource pool in the file name.
7
On the View tab, in the Resource Views group, click Resource Sheet .
The Resource Sheet view replaces the Gantt Chart view.
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